Purchases and Sales Made in Q3 2024 in Putnam Premier Income Trust (PPT)
This table provides information about the institutional ownership of Putnam Premier Income Trust (PPT) during Q3 2024. The information is specifically focused on institutions that hold shares of PUTNAM PREMIER INCOME TRUST.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
1.16M+ 6.08% |
$4.11M - $4.32M
|
20.2M
$70.7M
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
145K+ 273.0% |
$514K - $540K
|
198K
$693K
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
68.4K+ 6.43% |
$243K - $255K
|
1.13M
$3.96M
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
47.8KNew |
$170K - $178K
|
47.8K
$167K
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
46.1K+ 77.17% |
$164K - $172K
|
106K
$371K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
40.9K+ 127.42% |
$145K - $152K
|
72.9K
$255K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
28.1KNew |
$99.9K - $105K
|
28.1K
$98.5K
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
20.8KNew |
$73.9K - $77.7K
|
20.8K
$72.9K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.7K+ 39.92% |
$62.8K - $65.9K
|
62K
$217K
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
14.6KNew |
$51.7K - $54.4K
|
14.6K
$51K
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
11K+ 73.33% |
$39.1K - $41K
|
26K
$91K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10K+ 7.04% |
$35.6K - $37.5K
|
153K
$535K
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.18K+ 88.44% |
$32.6K - $34.3K
|
19.6K
$68.5K
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
8.11K+ 9.23% |
$28.8K - $30.2K
|
96K
$336K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
7.38K+ 5.85% |
$26.2K - $27.5K
|
134K
$468K
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.98K+ 12.31% |
$17.7K - $18.6K
|
45.4K
$159K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.82K+ 6.04% |
$17.1K - $18K
|
84.8K
$297K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.72K+ 3.8% |
$13.2K - $13.9K
|
102K
$355K
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
2.75K+ 5.0% |
$9.74K - $10.2K
|
57.7K
$202K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.63K+ 1.77% |
$9.33K - $9.81K
|
152K
$530K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2.53K+ 2.66% |
$8.98K - $9.44K
|
97.6K
$342K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.04K+ 45.28% |
$7.23K - $7.6K
|
6.54K
$22.9K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.06K+ 0.27% |
$3.77K - $3.96K
|
393K
$1.38M
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
851+ 0.87% |
$3.02K - $3.17K
|
98.6K
$345K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
525New |
$1.86K - $1.96K
|
525
$1.84K
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$1.78K - $1.87K
|
500
$1.75K
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
487+ 2.16% |
$1.73K - $1.82K
|
23K
$80.7K
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
433+ 16.35% |
$1.54K - $1.62K
|
3.08K
$10.8K
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
300New |
$1.07K - $1.12K
|
300
$1.05K
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
250New |
$888 - $933
|
250
$875
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
208New |
$738 - $776
|
208
$728
|
|
Oct 15, 2024
Q3 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
150+ 0.12% |
$533 - $560
|
123K
$431K
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
103+ 0.84% |
$366 - $384
|
12.3K
$43.1K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
39+ 0.04% |
$138 - $145
|
106K
$370K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-43- 17.27% |
$153 - $160
|
206
$721
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-172- 0.34% |
$611 - $642
|
49.8K
$174K
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-433- 14.05% |
$1.54K - $1.62K
|
2.65K
$9.27K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-498- 2.32% |
$1.77K - $1.86K
|
20.9K
$73.2K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-520- 1.37% |
$1.85K - $1.94K
|
37.5K
$131K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-607- 0.35% |
$2.15K - $2.26K
|
174K
$610K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-726- 5.92% |
$2.58K - $2.71K
|
11.5K
$40.4K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-875- 2.57% |
$3.11K - $3.26K
|
33.1K
$116K
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.05K- 2.56% |
$3.74K - $3.93K
|
40.2K
$141K
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-2.4K- 0.24% |
$8.52K - $8.95K
|
1.01M
$3.54M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.86K- 1.62% |
$10.2K - $10.7K
|
174K
$608K
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.15K- 16.66% |
$11.2K - $11.8K
|
15.8K
$55.2K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.4K- 7.63% |
$22.7K - $23.9K
|
77.5K
$271K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.41K- 7.34% |
$26.3K - $27.6K
|
93.5K
$327K
|